Platform Coworking — KPI Dashboard

Each person counts once, in the month of their first tour. "Converted" = they have a CRM Membership (any status, any plan) starting on or after the tour, matched by contact record or, failing that, by exact full name (catches duplicate contacts). Recent months keep climbing as people sign up. Test bookings excluded.

Each person counts once, in the month of their first day-pass purchase (record created date). "Converted" = they have a CRM Membership (any status, any plan) starting on or after that first purchase, matched by contact record or, failing that, by email. People who were already members when they first bought a pass (guest/overflow passes) are excluded, as are the May 2024 migration batch and test accounts. Recent months keep climbing as people sign up.

Straight from Billing (status = Live), no CRM lookup involved — plus a manual count for members still paying through Zoho Books instead of a Billing subscription. This can legitimately differ from "Breakdown by Type" above.